Berman Capital Advisors’s Patterson-UTI PTEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $56K | Buy |
6,259
+3,734
| +148% | +$33.4K | 0.01% | 634 |
|
|
2021
Q2 | $25K | Buy |
2,525
+255
| +11% | +$2.53K | ﹤0.01% | 828 |
|
|
2021
Q1 | $16K | Hold |
2,270
| – | – | ﹤0.01% | 870 |
|
|
2020
Q4 | $11K | Hold |
2,270
| – | – | ﹤0.01% | 895 |
|
|
2020
Q3 | $6K | Hold |
2,270
| – | – | ﹤0.01% | 981 |
|
|
2020
Q2 | $7K | Sell |
2,270
-88
| -4% | -$271 | ﹤0.01% | 895 |
|
|
2020
Q1 | $5K | Buy |
+2,358
| New | +$5K | ﹤0.01% | 897 |
|
|
2019
Q3 | – | Sell |
-377
| Closed | -$4K | – | 1554 |
|
|
2019
Q2 | $4K | Hold |
377
| – | – | ﹤0.01% | 1030 |
|
|
2019
Q1 | $5K | Sell |
377
-75
| -17% | -$995 | ﹤0.01% | 871 |
|
|
2018
Q4 | $3K | Buy |
+452
| New | +$3K | ﹤0.01% | 812 |
|